See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,953 | $179,726+9.0% | $156,263+25.4% | $142,382+37.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.73% | 77.86%-63.1pp | 59.47%-44.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,382 | $5,069-53.0% | $4,333-45.0% | $4,299-44.6% |
| Participant deferral / active EE | $5,896 | $6,956-15.2% | $6,158-4.3% | $6,507-9.4% |
| Admin fee / account holder | $24,928 | $17,272+44.3% | $14,255+74.9% | $12,624+97.5% |